Financial Planning
UndergraduateTAS-BFA2042025
Enrolments for this course are closed, but you may have other options to start studying now. Book a consultation to learn more.
- Study method
- 100% online
- Assessments
- 100% online
- Entry requirements
- No ATAR needed, No prior study
- Duration
- 14 weeks
- Start dates
- 21 July 2025
- Loan available
- HECS-HELP and FEE-HELP available
Financial Planning
About this subject
Upon completion of this subject, the student should be able to:
- Describe the financial planning industry and social framework
- Explain the role and function of the financial planner and how the role applies to the client-planner relationship
- Apply financial planning tools and concepts
- Communicate financial planning tools and concepts
- Financial Planning Environment and Regulatory Structure (including ethics and compliance)
- Financial Planning Skills and Investment Choices
- Taxation Planning
- Development of a Statement of Advice (SoA)
- Investment Choices
- Fixed Interest, Shares and Property
- Managed Funds, Leveraging and Buying a House
- Risk Management and Insurances
- Superannuation
- Retirement Planning
- Social Security
- Estate Planning
The subject Financial Planning will help you gain an understanding of how financial advisers and support staff are part of a large industry that provides necessary services to the community and contributes to Australia’s economic performance. Working through this subject should also help you understand what factors affect the various job tasks that advisers do.
The financial services industry is undergoing rapid change, with new jobs being created and other jobs disappearing. The way in which financial advisers work today is very different from the way things were ten years ago. And the way in which you will work in five or ten years is expected to be very different from now. This subject is intended to help you understand these changes and to prepare you to be part of these changes.
The aim of Financial Planning is to develop a strong foundation for students wishing to pursue a career in the financial services industry, as well as providing invaluable knowledge and skills in personal finance. Upon completion of this course, students should have an understanding of the regulatory framework governing the Australian financial services industry and possess basic financial planning skills in investment advice.
The `key areas' that are important for the financial planning process are examined, namely: the regulatory framework; investments; managed funds; superannuation; home ownership; risk management and insurance; taxation; consumer credit; social security; estate planning.
- Three (3) Online Quizzes (30%)
- Examination - Take Home (40%)
- Financial Planning Analysis (30%)
For textbook details check your university's handbook, website or learning management system (LMS).
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Entry requirements
No entry requirements
Additional requirements
- Other requirements - Teaching Arrangement: Lectures 2-hours Weekly; Workshops 2-hours, 6 times per semester.
Study load
- 0.125 EFTSL
- This is in the range of 10 to 12 hours of study each week.
Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.
Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.
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What to study next?
Once you’ve completed this subject it can be credited towards one of the following courses
Bachelor of Business (Finance)
UndergraduateTAS-BFI-DEG
Bachelor of Business and Bachelor of Psychological Science
UndergraduateTAS-BPS-DEG
Bachelor of Business and Bachelor of Science
UndergraduateTAS-BBS-DEG
Bachelor of Business and Bachelor of Economics
UndergraduateTAS-BEC-DEG
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